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57 Financial Planners near Maspeth, New York
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Valerie L. Adelman

CFP®, CDFA®

4.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

6410 Poplar Avenue, Suite 330
Memphis, TN 38119
(901) 761-5068

Erika Safran

CFP®

Principal, Wealth Manager 3.88 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Sebastian Triscari

MBA, CFP®

4.13 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Genesis Financial Sevices

260 madison ave, floor 17
New York, NY 10016
(212) 856-9000 x129

Clifford Michaels

CFP®, MBA

President 4.25 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

Brian A. King

CFP®

3.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Brian A. King, CFP

110-45 Queens Blvd, Apt 406
Forest Hills, NY 11375-5502
(212) 481-3603

Charles E. Scott Brewster

CFP®, MBA, EA

4.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Brewster Financial Planning LLC

641 President St, Ste 102
Brooklyn, NY 11215-1118
(646) 249-9880

Jeffrey M. Golden

CFP®

3.9 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Circle Advisers, Inc.

420 Lexington Ave, Rm 2500
New York, NY 10170-0020
(212) 885-4204
CONNECT WITH Jeffrey
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Jonathan L. Gassman

CFP®

4.1 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

5154 Lake Catalina Drive, Apt C
Boca Raton, FL 33496-2445
(212) 221-7067

Arthur Dolega

CFP®

2.48 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Vision Financial Planning

Vision Financial Planning, 200 Vesey Street
New York, NY 10281
(718) 205-2880

Kevin M. O'Leary

CFA, CFP®

4.42 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

UBS Financial Services, Inc.

1285 Avenue of the Americas, 18th Fl
New York, NY 10019-6031
(212) 713-2525

Raymond N. Bergen

CFP®

4.05 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

LPL

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
+1 More Number
(718) 896-4829

Marc V. Milic

CFP®

Partner 3.76 Miles

Specialties: Investment Management

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Douglas C. Lane & Associates

885 Second Avenue, 42nd Floor
New York, NY 10017
(212) 262-7670

Sara Stanich

CFP®, CDFA, MBA

President 4.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
(646) 693-7451
CONNECT WITH Sara
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Maura Griffin

CFP®, MBA

CEO and Principal 4.11 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Blue Spark Capital Advisors

31 Hudson Yards, 11th fl
New York, NY 10001
+ 1 More Address

Blue Spark Capital Advisors

321 Main St
Great Barrington, MA 01230
(212) 537-3999
CONNECT WITH Maura
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Kristopher Venne

CFP®

Director of Wealth Management 4.23 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Maspeth, New York and the surrounding communities.

Ritholtz Wealth Management

24 W. 40th
New York, NY 10018
(212) 625-1200

Eric J. Dostal, Esq.

CFP®

4.05 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
  • twitter link
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Madeline I. Noveck

CFP®

4.5 Miles

Specialties:

Financial Advisor serving Maspeth, New York and the surrounding communities.

Novos Planning Associates Inc

1040 Park Avenue, Apt 3f
New York, NY 10028
(212) 355-1806

Kevin J. Donnelly

CFP®

4.52 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

KJ Donnelly Planning LLC

111 East 85th St, Ste 14C
New York, NY 10028
(212) 996-3535

Richard P. Kass

CFP® AIF

President 4.21 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

Douglas E. Mollin

CFP®

2.38 Miles

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

Christopher J. Haigh

CFP®, RICP, DACFP

CEO 4.6 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Business...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Iconoclastic Capital Management

26 Court St
Brooklyn, NY 11242
+ 1 More Address

Iconoclastic Capital Management

17 Prince St
Rochester, NY 14607
(585) 248-4722
+1 More Number
(585) 504-1616
CONNECT WITH Christopher
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David Rosenstrock

CFP®, MBA

Director 4.74 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wharton Wealth Planning

3 Columbus Cir, Fl 15
New York, NY 10019-8716
+ 1 More Address

Wharton Wealth Planning

150 Washington Ave
Santa Fe, NM 87501-2038
(646) 450-7021

Tipiwa Walker

CFP®, MBA

2.38 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Lucre Advisory, LLC

97 N 10th Street, #2A
Brooklyn, NY 11249

Michael B. Cooper

CPA/PFS®,CFP®

Private Wealth Advisor 4.17 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Amerprise Financial LLC

Ameriprise Financial Services LLC, 530 5th Ave-10th FL.
New York, NY 10036-5114
(917) 472-2669
CONNECT WITH Michael
  • linkedin link

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 4.61 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Al Faber

CFP®, ChFC®, CLU®

4.77 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

DIWY Financial Planning

Virtual
Brooklyn, NY 11225-3416

Peter T. Palion

CFP®

President 4.01 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Master Plan Advisory, Inc.

60 E 42nd St, 46th Floor
New York, NY 10165
+ 1 More Address

Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732
(800) 489-8603
+1 More Number
(212) 338-0828

Kenneth Nuttall

CFP®

Chief investment Officer 3.84 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

118 Wembley Rd
Wilmington, DE 19808-1444
+ 2 More Addresses

12 East 49th St
New York, NY 10017

13 McKean Cir
West Grove, PA 19390-9760
(302) 893-7985
CONNECT WITH Kenneth
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Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor 4.32 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 1 More Address

Frisch Financial Group

445 Broadhollow Rd
Melville, NY 11747-3601
(212) 983-8444

Louis Green

CFP®, CFA, CPWA

Wealth Advisor 4.18 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Savvy Wealth

900 Broadway, 2nd Floor
New York, NY 10003
(917) 590-0552
CONNECT WITH Louis
  • linkedin link